Montgomery County Daily Money Managers

Excellence that’s affordable

Many seniors and people with disabilities struggle to do the paperwork themselves because they don’t think they need professional help, But struggling through difficult documents alone can have catastrophic costs. We help you avoid expensive errors.

People may also do paperwork themselves because they feel very private about their personal finances and embarrassed if they’ve already made mistakes. That’s why we keep all the information shared with us confidential.

We enable clients and families to go beyond the usual problems with paperwork

There are many reasons that people cannot pay bills on time. Sometimes, they can’t be certain whether they have paid a bill yet or not, especially when multiple bills for the same product or service stack up. So they get behind.

Lots of seniors and others with disabilities don’t pay close attention to bank statements and can’t understand insurance claims.

They’re also at risk of becoming unsuspecting victims of fraud and scams.

Thankfully, once our assistance begins, our clients and their families can say good-bye to all such problems.

Ethics and Standards of Practice

We’re a member in good standing of the American Association of Daily Money Managers and adhere to the association’s Standards of Practice for Professionalism, Confidentiality, Competence, and Integrity, as well as its Code of Ethics.

Our staff has been specially trained to work with people with dementia and intellectual, physical, and mental health disabilities.